Stephen Zales is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott and its affiliates since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering services such as brokerage, financial planning, and advisory programs that combine in-house portfolio management with third-party managers.

Ian Giblin is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 10 years of industry experience. Prior to joining PNC Investments in 2019, he worked at Stone Barn Floors, Merrill, and Bank of America. Outside of finance, he has been affiliated with The Capital Grille since 2015. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including a digital, discretionary model account available as an invitation-only pilot for employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio implementation to third-party strategists.

Brian Donofry Jr. is a financial advisor with Kestra Advisory who holds a Series 66 designation and has nine years of industry experience. He has been associated with Kestra Advisory since 2017 and also works with Renaissance Benefit Advisors as an executive benefits design and consulting specialist, focusing on nonqualified deferred compensation, SERPs, bonus plans, and life insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts, serving approximately $79.8 billion in assets under management.

Thomas Seger is a CFP® professional with 25 years of experience in the financial services industry. He has worked at Janney Montgomery Scott since 2020 and spent 16 years with Raymond James & Associates prior to that. Seger holds Series 63 and Series 66 licenses and is based in Yardley, PA. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Melanie Schott is a financial advisor with Commonwealth Financial Network in Langhorne, PA, holding a Series 66 designation and seven years of industry experience. She has worked at CURO Wealth Management and Private Advisor Group, LLC, and previously spent twelve years at Conair Corporation. In addition to her advisory role, she is involved in fixed insurance sales as an agent. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with back-office support including operations, trading, technology, compliance, and practice management. The firm offers various investment program structures and discretionary model portfolios managed through a due-diligence process.

Paul Karsevar is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Janney Montgomery Scott LLC since 2013. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Kevin Lamberson is a financial advisor at TD Private Client Wealth LLC with 11 years of industry experience. He holds the ChFC® designation and Series 65 and Series 63 licenses. His prior work includes roles at GWN Securities, Pruco Securities, The Prudential Insurance Company of America, and MassMutual. Outside of advisory work, he is involved in selling Medicare supplements through The Jeff George Agency and works part-time as an online grocery order picker for Whole Foods Market. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to high-net-worth and institutional clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party managers, offering portfolio management, financial planning support, and custodial services.

Percy Mason III is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and PNC Bank. Percy is currently based in Newtown, PA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, combining a Private Advisor model with a consolidated investment platform that includes equities, fixed income, and alternatives, and operates as a registered broker-dealer providing placement and investment banking services.

Sylar Hinkle is a financial advisor at Lincoln Investment with Series 63 and Series 65 credentials. He has one year of industry experience and has previously worked at Phillips Financial Services. Outside of finance, he has been involved with Cool Creek Golf Course since 2020. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individual investors, trusts, charities, and retirement plans. The firm offers financial planning, consulting, and portfolio management through a combination of advisor-led and firm-managed strategies supported by an in-house Investment Management & Research team.

Saul Lang is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and two years of industry experience. Prior to his current role, he has worked in the restaurant industry as a cook at North Park Lounge. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management team that constructs model portfolios and employs multiple third-party managers.

Nicholas Luciano is a financial advisor at TD Private Client Wealth LLC in Princeton, NJ, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America and Curcio Webb. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm offers portfolio management, financial planning support, and custody services, constructing portfolios that combine strategic and tactical asset allocations with investments from affiliated and third-party sub-managers.

Scott Wetherbee is a financial advisor with CWM, LLC, holding a Series 63 designation and 27 years of industry experience. His prior work includes roles at Carson Wealth, Independent Financial Group, and Dejesus & Wetherbee LLC. Outside of advisory work, he serves as treasurer for the nonprofit Facing Addiction Ministries and is involved in several business ventures, including a bookkeeping and accounting firm and an RV rental company. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, sub-advisory, and retirement-plan services.

John Maughan is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Eagle Strategies since 2022 and has been affiliated with New York Life and NYLIFE Securities LLC since 2008. Outside of advising, he is appointed as an insurance broker with outside carriers for non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working with diverse clients including defined contribution and defined benefit plans.

Curt Forst is a financial advisor at Lincoln Investment with one year of industry experience. He holds a Series 66 designation and previously worked at Northrop Grumman for 13 years. Outside of his advisory role, he is employed as a mechanical engineer and project manager at Advent Design Corp, a robotics and automation firm. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a particular history serving educators and participants in 403(b) and 457(b) programs. The firm offers financial planning and portfolio management supported by an in-house Investment Management & Research team and utilizes a layered delivery model combining advisor-led consulting and model portfolios.

Richard Walker is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has 18 years of industry experience. His prior roles include positions at BB&T Securities, BB&T Investment Services, and Key Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver investment solutions.

Walter Dwyer is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 40 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1999. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporations, and charitable organizations, offering a range of brokerage services, financial planning, and advisory programs.

Anthony Pettola Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and totaling 43 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has a long history with Ameritas Life Insurance Corp and Ameritas Investment Corp, as well as running his own firms, AJ Pettola & Associates and AJ Pettola & Associates - Retirement Services, for over 30 years. Outside of advisory roles, he is involved in operating a business that sells fixed insurance products and provides retirement program design and implementation, and he is a partner in a company that markets non-insurance discount health programs. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm provides a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by multiple custodial platforms and third-party tools to align portfolios with client objectives.

David Moskovitz is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2012 and operates One Resource Group, an insurance managing general agency that provides access to non-Guardian insurance products. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account services, including lending solutions and donor-advised funds.

Alan Jacobson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at Truist Investment Services, Citizens Securities, Pruco Securities, The Prudential Insurance Company of America, Lincoln Financial Advisors, and Santander Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a blend of discretionary management and consulting supported by third-party platforms and AI-enabled research tools.

Alexander Winter is a financial advisor at PNC Wealth Management with 12 years of industry experience. He has worked at PNC Investments since 2016 and held a position at PNC Bank from 2016 to 2017. Winter holds Series 63 and Series 66 licenses. Outside of his advisory role, he has an ownership interest in a rental property business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven portfolio strategies managed by PNC or third parties.